Defined Benefit (Pension) · DOL Form 5500 · 2024

Sierra Club Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
187
Participants Below avg headcount
80th
Percentile by assets National rank
$196,741
Avg per participant Above avg balance/head
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Official DOL plan name: Sierra Club Retirement Plan · Sponsored by Sierra Club · California · Other Services

$37M in assets, 187 participants

Sierra Club's Sierra Club Retirement Plan reported $37M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,981 in Other Services (7,719 peers)

Coverage in California

Sierra Club Retirement Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $37M.

#6,981
in Other Services (7,719 peers)
-17.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Club Retirement Plan's outsized position by total assets

Sierra Club Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,790,639 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sierra Club Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Club Retirement Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Sierra Club Retirement Plan reported net income fell from $3M in the plan year 2022 filing to -$8M in the plan year 2024 filing.
  • Sierra Club Retirement Plan reported participants rose from 141 in the plan year 2022 filing to 187 in the plan year 2024 filing.
  • Sierra Club Retirement Plan end-of-year assets fell from $40M in the plan year 2022 filing to $37M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941153307 · Sierra Club PY 2024 · Defined Benefit (Pension)

Sierra Club Retirement Plan · $37M · 187 · 80th

  • PCT $37M
  • EIN 187
  • RANK 80th
  • PHOTO Defined Benefit (Pension)
  • IND near Central States Joint Board and Allied Organizations Staff Pension Plan
  • EOY ind #6981

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in California →

Sierra Club Retirement Plan in the asset neighbourhood

The Continental, Inc. Pension PlanThe Continental, Inc. Pensio…$37MMarble, Tile, and Terrazzo Workers Pension FundMarble, Tile, and Terrazzo W…$37MCsl Behring L.L.C. Union Pension PlanCsl Behring L.L.C. Union Pen…$37MCentral States Joint Board and Allied Organizations Staff Pension PlanCentral States Joint Board a…$37MSierra Club Retirement Plan$37M
End-of-year total assets ($M) among Sierra Club Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN941153307
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Club)

Sponsor-wide plan assets over time

All Sierra Club plans reported in each filing year

Latest sponsor-wide plan assets
$137M 27.366058669263825% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $107M $137M ▲ +27.4%
Year Plans Participants Total Assets
2022 5 906 $107M
2023 4 957 $85M
2024 5 1,025 $137M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sierra Club Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sierra Club Retirement Plan, Total assets ($B): 0.036790639 · Participants: 187Sierra Club Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Sierra Club Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sierra Club Retirement Plan side-by-side with 3 peers →

Sierra Club Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Central States Joint Board and Allied Organizations Staff Pension Plan in IL ($37M); by covered participants it is Retail Bakers Pension Trust Fund of St Louis in MO (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sierra Club Retirement Plan assets move in 2024? ▼
Sierra Club Retirement Plan declined sharply - down 17.5% during 2024, from $45M to $37M. Reported net income was -$8M.
How have Sierra Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Club's sponsor-wide assets grew 27.4%, from $107M to $137M.
Where does Sierra Club Retirement Plan rank by assets among Form 5500 filers? ▼
Sierra Club Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sierra Club Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Central States Joint Board and Allied Organizations Staff Pension Plan in IL ($37M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sierra Club Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retail Bakers Pension Trust Fund of St Louis in MO (187 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941153307.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.